Tax season can be overwhelming for health and wellness practitioners juggling busy schedules and complex finances. Consider this your Guide to Annual Taxes with Heard. This comprehensive guide outlines the key tasks you’ll need to complete to ensure on-time, accurate filing with Heard. From onboarding to filing, our dedicated team is here to support you every step of the way.
Important Filing Timeline
Give yourself plenty of time to complete the tasks below by their due date. If any of these tasks are not completed by their due dates, you’ll need to file an extension to allow additional time.
To Get Started
Complete the Tax Season Kickoff Survey to let us know your tax filing needs. This is the first step to unlock Tax Center modules and their due dates.
February 12th, 2026
Gather and submit your bookkeeping documents (estimated time is 30-60 minutes).
- Connect your business bank account to Heard.
- Please upload bank statements for all business bank accounts from January 1, 2025, to December 31, 2025, or for all months the account was open.
- Upload your year-end documents
- Review any outstanding transactions flagged by Heard, add in any missing business or expense transactions, and check your final numbers for tax accuracy and to maximize deductions.
- During this step, you can recategorize transactions in “Other” categories or leave notes for your bookkeeper to categorize them for you.
By March 19th, 2026
Close out your 2025 bookkeeping (estimated time is 30 minutes).
- Review the end-of-year updates made by your bookkeeper and respond to any requests for additional information or documents from your bookkeeper.
By March 26th, 2026
Complete your Personal Tax Checklist; you and Heard close your 2025 bookkeeping (estimated time is 1-2 hours).
- Confirm your business, financial, and personal information, fill us in on any big changes in 2025, and answer a few questions about your personal expenses.
- Upload relevant tax forms. Based on your answers, you will be asked to upload relevant tax documents.
- Complete your final review of all of your bookkeeping and sign off on your 2025 bookkeeping.
OR submit an extension
Fill out a short survey with important information needed to file an extension. We’ll then connect you to a tax preparer to complete the process.
By April 15th, 2026
File your Personal Tax Return (estimated time is 7-14 days):
- Connect with your Tax Preparer to review your draft return
- Reserve a live consultation with your Tax Preparer
- Approve and file your tax return